Affordable NDT ERP in Martinez — Fully Customizable, All Business Apps Included

Built for any business that runs on operations

Most companies do not fail at their craft. They lose time, margin and goodwill in the gaps between the tools they use to run the place — a quoting spreadsheet that does not talk to the job sheet, a job sheet that does not reach accounts, and a compliance folder nobody can search when a client asks. Atlantis closes those gaps by putting the whole operation on one platform, so information is entered once and everything downstream stays in step.

What you can run on it

• Sales and CRM — leads, quotes, follow-ups and the pipeline that tells you what next month looks like.
• Projects and job costing — plan the work, track the hours and materials against it, and see the margin while the job is still live rather than at final account.
• Field and service teams — dispatch, schedules, mobile capture that works with no signal, and sign-off from site.
• Inventory and purchasing — stock, suppliers, reorder points and goods receipt, joined to the jobs that consume them.
• People — records, qualifications and licences with renewal reminders, timesheets, leave and payroll.
• Quality and documents — procedures and forms under revision control, with the audit trail an inspection or accreditation body actually asks for.
• Accounts — invoicing, expenses, multi-currency and the reporting your accountant stops chasing you for.

Affordable, accessible, fully customizable — and we mean each word

Affordable because the whole suite is included rather than sold to you a module at a time, and because implementation is done by people who have run operations rather than by a chain of subcontractors. Accessible because it runs in a browser and on a phone, works for a small team on day one, and does not need a specialist on staff to keep it alive. Fully customizable because your process is the thing that makes you competitive — the software should bend to it, not the other way round.

Industries we configure for

Service businesses and contractors, manufacturing and fabrication, trading and distribution, laboratories and testing houses, engineering consultancies, construction and facilities, and asset owners across energy, marine, aerospace and infrastructure. Inspection and testing is where we started, and it remains the sector we go deepest in — but the platform underneath is general-purpose, and most of what it does has nothing to do with inspection at all.

What happens when you get in touch

A short conversation, not a sales sequence. We ask how the business runs today and where it hurts, show you the platform doing that work, and send a written quote shaped to your region, your team size and the scope you actually need. No obligation, nothing to install first, and no pressure to decide on the call. Reach out and tell us what you are trying to fix.

Related: business management platform · inspection management software · choosing the right category of software · modules · by industry · asset integrity platform. Book a free consultation.

Questions buyers ask before they commit

Do we have to move everything across at once?

No, and it is usually a poor idea. Most implementations start with the part of the business where the pain is sharpest — often quoting and job costing, or scheduling and field capture — and run it alongside what you use today until people trust it. Once that is steady, the next area follows. Moving everything in one weekend is how projects acquire the reputation they have; moving one process at a time is how they succeed.

What happens to the spreadsheets we already rely on?

They are the specification, not the enemy. A spreadsheet that has survived years of daily use encodes real decisions about how your business works, and the first job of implementation is to read it properly. Some become configured processes in the platform, some stay as spreadsheets because that is genuinely the right tool, and a few turn out to exist only because two systems could not talk to each other, and simply stop being needed.

Our process is unusual. Will we have to change how we work?

The unusual part is often the thing that makes you competitive, so bending it to fit software is the wrong trade. The platform is configured around your process rather than the other way round. Where we do push back is on process that exists to work around a previous system's limitations — that is worth removing rather than reproducing.

How long before it is actually running?

Sooner than a traditional enterprise rollout, because the scope is deliberately narrow at first. A single well-chosen process can be live and useful while the rest is still being planned. What extends timelines is almost never the software — it is data cleanliness and decision-making on the customer side, which is why we agree early who owns which decision.

What happens to our data if we stop using it?

It leaves with you in a usable form. Ask this of every vendor you evaluate, and treat a vague answer as an answer. Being able to exit is what keeps a supplier relationship honest, and a platform confident in its value has no reason to make leaving difficult.

Do we need someone technical on staff to keep it running?

No. It runs in a browser and on a phone, and day-to-day administration — adding users, adjusting a workflow, changing a form — is designed to be done by the people who run the business rather than by a specialist. Deeper changes are a conversation with us, not a recruitment exercise.

Will this help us pass a client or accreditation audit?

It is built for it. The things audits actually ask for — that the person who did the work was qualified at the time, that the equipment was in calibration, that the procedure revision in force was the one followed, and that the records can be produced on request — are held as records with dates rather than as folders someone has to search. The difference at audit is between retrieving evidence and reconstructing it.

What happens when a qualification or calibration is about to expire?

You are told before it lapses rather than after. Expiry is tracked against the person or the instrument, and the warning arrives while there is still time to act, which is the difference between rescheduling work and cancelling it.

Still deciding? A short conversation beats a feature list. Tell us what you are trying to fix, or see the modules and sector configurations.

The Martinez NDT services market, from the provider's side

The Carquinez Strait shore holds the Bay Area's refining row — Martinez, Rodeo, Benicia, Richmond within a short drive — plus the chemical and terminal infrastructure that serves it.

API unit and tank programmes across the refining row, marine-terminal examination on the strait, and turnaround surges that draw crews from across the West. For the companies doing this work, the operational load concentrates around the refineries along the strait from Richmond to Benicia and their marine terminals — and the back office that keeps crews certified, equipment calibrated and reports moving is what decides which providers grow.

Why turnaround-driven inspection companies outgrow spreadsheets first

A refinery turnaround compresses everything a spreadsheet handles badly into one brutal window: dozens of technicians mobilised at once, every one of them needing current certifications and vision records the owner's contractor portal will check, equipment that must arrive calibrated with certificates in hand, and thousands of examination records that become the client's permanent inspection history. NDT inspection software earns its keep here or nowhere — when the planner asks which UT crews are available with in-date certs for a unit coming down next month, the answer has to come from the system, not from someone's memory of a shared drive.

The quieter failure is revenue: turnaround work is bid tight, and without job-level costing an inspection company discovers which scopes lost money only at year end. An ERP built for inspection work ties technician hours, equipment days and consumables to each work order as it happens, so the margin conversation happens while the job is still running.

What an ERP built for NDT companies covers in Martinez

Turnaround markets punish disconnected tools hardest, so in Martinez Atlantis is deployed as one operational spine — NDT inspection software and the business layer on the same records:

Certification and personnel tracking. Every technician's methods, levels, expiry dates, eye-exam currency and Written Practice records under SNT-TC-1A or CP-189 — with the audit view a client's quality department expects, ready before they ask.

Equipment and calibration management. The instrument register with calibration due dates, certificates attached, and traceability that satisfies ISO 17025-minded reviewers — so nothing leaves the shop out of date.

Work order and crew scheduling. Who is qualified, who is available, what the job needs — matched in one view, from a single technician call-out to a full turnaround mobilisation.

NDT reporting. Findings captured once — in the field or the shop, offline if needed — flowing into code-referenced report templates, so the deliverable ships while the competitor is still retyping field sheets. This is the inspection management software layer clients actually see.

Quoting, invoicing and job costing. Hours, equipment and consumables tied to each work order as they happen, so every job shows its true margin and the next bid learns from the last one.

Cloud-based, mobile in the field, and fully customizable to how your operation already works. See the NDT inspection software platform · the full business management suite · talk to us about Martinez.

Frequently asked questions

Does Atlantis understand how Martinez inspection companies operate?

The platform is built by ASNT Level III practitioners around the workflows above — certification tracking, calibration, field data capture, code-referenced reporting — rather than adapted from generic field-service software. Regional specifics like the client mix around the refineries along the strait from Richmond to Benicia and their marine terminals shape configuration, not custom development.

Can we keep our existing report formats and client requirements?

Yes — report templates, client-specific deliverables and your Written Practice structure are configuration. The system adapts to how you already serve your clients; switching software should never mean renegotiating what your clients receive.

Related: why inspection companies replace spreadsheets · NDT ERP vs generic ERP · compared with NetSuite.

Martinez is a major California refining center with petrochemical production. The facility complex requires extensive pipeline integrity programs, pressure vessel inspections, and corrosion monitoring in coastal industrial environments. An NDT ERP serving this market has to carry the evidence those operators audit against — with technician certification, equipment calibration and inspection records tied to the job that used them.

Operators including Shell, Chevron, Tesoro set the pre-qualification bar their contractors inherit. The system of record for that evidence is the ERP, not a spreadsheet a technician maintains between jobs.

Source: Per-city industrial and compliance research file; ASNT SNT-TC-1A employer certification framework

What must an NDT ERP track for inspection firms in Martinez?

Technician certification currency by method and level, equipment calibration status on the day of use, and every inspection report bound to the asset and job that produced it. Those three are what an audit asks for first, and they are the three a spreadsheet loses.

Can an inspection company in Martinez run this alongside its existing accounting?

Yes. The ERP owns operations — jobs, technicians, equipment, reports — and pushes finished invoices to the accounting system, which keeps the chart of accounts, tax and reconciliation. For US firms that usually means QuickBooks; the split is documented in the QuickBooks integration guide rather than forcing a migration nobody asked for.

Does it work offline for field crews in Martinez?

Yes. Field capture runs offline and syncs when the device reconnects, because turnaround decks, tank interiors and remote sites have no usable signal and a record that depends on connectivity is a record that gets rewritten from memory hours later. Offline capture is the difference between a contemporaneous record and a reconstruction.

How long does implementation take for a firm in Martinez?

The configuration follows the codes and workflows above rather than a fixed template, so the timeline is set by how much existing data has to be migrated and cleaned — certification records and calibration history are the two that consume the time. Firms usually run the first job cycle in parallel before cutting over.

What happens to inspection records if a technician leaves?

They stay with the asset and the job, which is the point. Employer-based certification ends when the holder leaves, but the reports they signed remain part of the asset's inspection history and are still auditable. A system that stores records per technician rather than per asset loses that history on every departure.

Related: the NDT ERP overview, personnel certification tracking, equipment calibration tracking, QuickBooks integration and the RFP requirements checklist. Firms preparing for an audit should also read the NDT programme gap assessment.